Send documents to the tax advisor
Assemble the accounting package and check it before shipping.
Open Web desk → Settings → DATEV Export → Send to tax advisor. This function sends the selected files via email. Beforehand, please check the recipient address, time period, and account assignment.
Select documents
Assemble package
By default, the transfer protocol, DATEV revenue posting batch, and DATEV cash book posting batch are selected. The cover sheet summarizes the content and key data of the transfer.
DATEV Cash Book Online replaces the two EXTF batches. This selection prevents these overlapping formats from being sent together.
Z-Reports / Cash Register Statements supplement the PDFs. DATEV Master Data contains account assignments, tax rates, and payment methods. Procedural Documentation (GoBD) supplements the description of cash register management. Select these documents in consultation with your tax advisor.
Recipient and period
Check address and time period
Enter the recipient's email address; the name is optional. Select month, quarter, year, or a custom period. A running period extends to the present day. The maximum is 366 days.
Check Time Period checks the existing transactions and indicates any gaps or missing information. No email will be sent at this stage. Correct the indicated issues and check the time period again.
Send or download
Only after clicking "Send" will the package be shipped. Afterwards, please check the confirmation email: individual documents may be missing due to incomplete data.
Download instead opens the DATEV download for the same time period. There you select one of the three DATEV formats; this does not download the entire selected email package.
DSFinV-K is intended for cash register audits and is created separately under Settings → TSE.